14 SCSC wksp5 002

___________________________________________________________________________
2014/SCSC/WKSP5/002
Training Material
Submitted by: United States, China and Japan
Multilateral Recognition Arrangement Readiness in

ISO 50001: Workshop for Certification Body Staff
or Auditors
Beijing, China
12-15 August 2014
2015/7/20
Brief Introduction to GSEP

APEC Project MLA Readiness Project in
ISO50001
4 - DAY WORKSHOP TRAINING FOR
CERTIFICATION BODY STAFF OR AUDITORS 12 August 2014
Day 1 Session 1
Beijing, China
Deann Desai
Beijing, China 9 am to 9:30 am
12 -15 August 2014 2
GLOBAL SUPERIOR
ENERGY PERFORMANCE
GLOBAL SUPERIOR ENERGY

PERFORMANCE
ENERGY MANAGEMENT WORKING

International Job Task Analysis Surveys for GROUP
ISO 50001 Auditor & ISO 50001 Lead Auditor
GSEP ISO 50001 Auditor & Lead Auditor Certification Scheme Activity│ slide 3 GSEP ISO 50001 Auditor & Lead Auditor Certification Scheme Activity│ slide 4
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GLOBAL SUPERIOR ENERGY PERFORMANCE GSEP ENERGY MANAGEMENT WORKING GROUP

PARTNERSHIP (GSEP)
The GSEP Energy Management Working Group (EMWG)
leverages the extensive expertise of its 11 member
GSEP is one of 13 ongoing
countries to accelerate the adoption and use of energy
GSEP initiatives of the Clean Energy management systems in industry and in commercial
Ministerial (CEM), a high-level buildings worldwide.
ENERGY MANAGEMENT POWER
WORKING GROUP WORKING GROUP
global forum with 23
(Lead: U.S.) (Lead: Japan (P)) participating countries, and a GSEP EMWG Member Countries
CHP STEEL
task group of the International
WORKING GROUP WORKING GROUP Partnership for Energy
(Lead: Finland) (Lead: Japan)
Efficiency Cooperation (IPEEC), Denmark European Commission India South Africa Sweden
COOL ROOFS CEMENT an intergovernmental entity
WORKING GROUP WORKING GROUP APEC economies participating in the GSEP EMWG
(Lead: U.S.) (Lead: Japan) with 16 countries.
Australia Canada Mexico Japan Korea United States
GSEP ENERGY MANAGEMENT WORKING GROUP GSEP ENERGY MANAGEMENT WORKING GROUP
EXAMPLE ACTIVITIES
EMWG members share their knowledge, experience, and
expertise to: Build the Provide Support and
Set Policy
Business Case Resources
• Build the Business Case: Make the private sector aware of the business
case for energy management and its value in maintaining competitiveness.
EnMS Toolbox
• Provide Support and Resources: Provide guidance and resources to EnMS Case Studies EnMS Pilot Projects
support implementation of energy management in GSEP countries.
Workforce
• Set Policy: Establish energy management as a key energy efficiency Development
strategy for the industrial and commercial buildings sectors. Energy Performance Auditor Certification
Database Measurement and Scheme
Verification Resources
www.cleanenergyministerial.org/energymanagement
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ISO 50001 - ENERGY MANAGEMENT SYSTEMS GSEP AND ISO 50001
New international standard codifies best GSEP EMWG ensures coordination with the international
practices in energy management: standards process by:
• Coordinating directly with ISO TC 242
• Data-driven approach
– GSEP EMWG member country representatives also represent their
• More strategic deployment of energy efficiency
countries in the ISO TC 242 process
technologies (e.g. advanced monitoring systems)
– GSEP participants in the ISO TC 242 Annual Plenary Meeting
• Integration of energy efficiency practices into daily
organizational operations – GSEP receives provides regular reports of ISO TC 242 activity
• Developed in with input
• Continual improvement of energy performance • Ensuring that activities are consistent with TC 242
from 74 countries
• Greater reliability of sustained energy savings • Helping to promote implementation of ISO 50001
• Many countries now
adopting ISO 50001 as
national standard.
www.iso.org/iso/home/standards/management-standards/iso50001.htm
OVERVIEW OF ISO 50001 AUDITOR & LEAD

AUDITOR ACTIVITY
Purpose: to create internationally relevant Job Task Analyses and certification
EMWG ACTIVITY TO DEVELOP schemes for ISO 50001 Auditor and ISO 50001 Lead Auditor, and a set of general
principles concerning certification scheme implementation.
ISO 50001 AUDITOR & • Designed to be in conformance with ISO/IEC 17024 for personnel certification.
ISO 50001 LEAD AUDITOR • Builds on the ISO 50003 standard’s brief section on competencies (to be
published soon).
CERTIFICATION SCHEMES • Does not include developing a common exam. The outputs will serve as a basis
for countries or a partnership of countries to develop their own exam.
• Current participation:
– Government representatives from United States and Canada
(co-sponsors), South Africa, Republic of Korea, Mexico, Chile.
– UNIDO is an observer.
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VALUE OF ISO 50001 AUDITOR & LEAD

PLANNED OUTPUTS
AUDITOR CERTIFICATION SCHEME
Key Elements of Certification Scheme
A consensus-based, international certification scheme will support greater consistency • Scope for ISO 50001 Auditor and Lead Auditor
in ISO 50001 certification outcomes • Job Task Analyses (JTA) – defined knowledge and performance topics for
testing competence
The proposed ISO 50001 Auditor and Lead Auditor certification schemes will: • Blueprint- weighted topics from Job Task Analysis
• Address the lack of skilled and trained personnel available to conduct ISO 50001 • Education requirements
certification audits. • Experience requirements
• Increase the impact of ISO 50001. • Any prerequisites
• Help demonstrate the value of EnMS business practices to industrial, commercial, Implementation Principles
and public sector organizations.
• Guide use of the Certification Scheme for each participating country
• Maintain consistency of outcomes
• Prepare countries to meet the requirements of ISO/IEC 17024 accreditation
ISO 50001 AUDITOR SCOPE ISO 50001 LEAD AUDITOR SCOPE

International ISO 50001 Auditor Scope (General) International ISO 50001 Lead Auditor Scope (requires ISO 50001 Auditor as a
prerequisite)
The Certified ISO 50001 Auditor (General) is qualified in the following
ISO 50003 technical areas: buildings, building complexes, and industry – The ISO 50001 Lead Auditor will be able to:
light to medium. Within the context of the audit plan, the ISO 50001 • Plan the ISO 50001 audit in conformance with ISO 50003
Auditor (General) will be able to: requirements (to be published soon)
• Assess conformance to ISO 50001- Energy management systems • Lead and manage an ISO 50001 audit team effectively to ensure the
standard, which includes confirming continual improvement of energy audit objectives are met.
performance and any additional organizational requirements;
• Assess conformance to ISO 50001- Energy management systems
• Document and report audit findings based upon objective evidence; standard, which includes continual improvement of energy
and performance and any additional organizational requirements.
• Communicate and justify audit results both verbally and in a written • Communicate and justify audit results both verbally and in a written
report to the client. report to the client.
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JOB TASK ANALYSIS SURVEY CURRENT STATUS

• The survey is a requirement of ISO/IEC 17024 • Developed job scopes, JTAs, and education & experience requirements
– Certification programs accredited to ISO/IEC 17024 need to conduct a • A Global Survey to validate JTAs concluded on July 15; analysis in progress.
job task analysis validation survey/study – it is a requirement of the – Responses for ISO 50001 Auditor: 79
standard
– Responses for ISO 50001 Lead Auditor: 42
• The validation survey/study is used to verify the accuracy of the JTA with a – Exam was distributed in English, Spanish, and French with responses from the
representative sample of job incumbents following countries:
– Targeted respondents: directed primarily to professionals who have  Europe: Portugal, United Kingdom, Italy, France, Spain, Slovenia, Romania
actual job experience in ISO 50001 implementation or auditing  Asia: Republic of Korea, India, Japan, Turkey
• Rating scales were used to rate the frequency and importance of each task  Africa: South Africa
listed in the JTA  South America: Chile, Colombia, Argentina
• These ratings will be used to weight the exam topics  North America: Canada, Mexico, United States
• The validation study also verifies the completeness of the task list • GSEP is promoting opportunities for your country to participate
– The final certification schemes will be available for license by countries.
QUESTION AND ANSWERS

• Are you coordinating with ISO TC 242 on the development of
this activity?
QUESTIONS & ANSWERS – Yes - representatives from ISO TC 242 are part of the project team.
• Will the certification scheme be available to any country that
wants to use it?
– The scheme will be available for license to other countries.
• Is this activity developing an exam?
– This GSEP activity will not be developing an exam. A common/shared
Certification Program Scheme will be developed, along with Implementation
Principles. Subsequent activities may develop a global exam.
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QUESTION AND ANSWERS CONTACTS

• Will this scheme eventually become part of an ISO standard?
• For further questions, please contact:
– There are no current plans for a certification standard. GSEP provides a forum for countries to
share experience on and refine implementation of the global certification scheme. Graziella Siciliano Aimee McKane
• How does this activity relate to ISO 50003? U.S. Department of Lawrence Berkeley
– ISO 50003 requires Certification Bodies to define and document the general and technical
competence criteria for auditors Energy National Laboratory
– The ISO 50001 Auditor and Lead Auditor Global Certification scheme builds off of ISO 50003 Graziella.Siciliano@hq.do atmckane@lbl.gov
and defines general and technical competence criteria for the auditors
– Certification Bodies can use the certification criteria to meet ISO 50003 (i.e., if the Certification
e.gov
Body only uses ISO/IEC 17024-certified auditors/lead auditors, it may not have to define the
criteria internally)
• My country already has auditors for ISO 50001. How will this activity affect how
my country handles ISO 50001 certifications?
– Countries can develop transition plans to start certifying auditors/lead auditors with the new
schemes and exams. Modifications will be required to current ISO 50001 certification programs
to meet ISO 50003, so transition plans could be part of this.
Electrical Power and Energy
• Power
• Instantaneous Measurement
• Measured in KiloWatts (kW)
or KiloVolt-Amps (kVA)
Energy –An Introduction for Auditors • Energy

12 August 2014 Workshop 2 • Total Consumption over a given time
Day 1 Session 2 • Measured in KiloWatt-Hours
Deann Desai
9:30 am to 10:00 am
23 24
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Electricity: Power and Energy Analogy What is Energy?

• Measuring Power is Analogous • Energy is defined as the capacity of a system to perform work
to Measuring Speed on on other physical systems (Joules)
• Work is defined in force & distance.
Speedometer. (100 mph at this
moment, instantaneous value) • Energy is generally grouped as either Kinetic Energy or
Potential energy
• Kinetic Energy is the energy of motion (waves, electronics, wind etc.)
• Potential energy is stored energy which has the potential to do work.
• Energy cannot be created or destroyed it can only be
• Measuring Energy is Analogous
transformed from one form to another
to Measuring Distance on an
Odometer. (3,483 miles,
25 26
cumulative value)
What is Power? Uses of energy

• Power: the rate at which energy is converted, used or • In our homes (appliances, cooking, lighting, hot
transferred (J/sec or Watts) water, etc.)
• E.g. the rate at which a light bulb transforms • Commercial buildings (HVAC, lighting, appliances)
electrical energy into power • Telecommunications
• The same amount of energy converted in a shorter • Industries (Steam systems, Compressed Air, Fans,
time = more power Motors, Pumps, Furnaces, Boilers etc.)
• Instantaneous Electrical power is voltage multiplied • Transport
by current (VA or W) • Mining
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World Energy Usage – per sector Why manage Energy?

Industry accounts for 50% of world energy use • Produced from limited natural resources
World Energy Use: 447quads Industry: 223 quads • Expensive, and getting more costly by the year
United States, 15%
(34 quads)
• Energy Management:
Commercial OECD Europe, 15%
(34 quads)
• Helps reduce harmful impact on the environment
12%
China, 20%
(44 quads)
• Less emissions and water usage @ Power Plant
Residential Industrial
18% 50% Russia, 9%
(21 quads)
• Saves money
(223 quads)
Transportation
Japan, 5%
(11 quads) • Improves competitiveness
20% Rest of World, 35%
(80 quads)
29
• Improves productivity, product and service quality 30
Source: IEA/International Energy Outlook • …
Energy Units Energy Conversion Unit Table

• Energy is generally measured in Joules (J)
Form of Energy Equiv. (J)
• Equal to the work done by a force of one
Newton when its point of application moves 1 kWh of Electrical energy 3.6 MJ
one meter in the direction of action of the 1 m3 of Natural Gas 37 MJ
force
1 kg of #2 Fuel Oil 42 MJ
• Equal to the work done when a current of one
ampere passes through a resistance of one 1 Litre Gasoline 35 MJ
ohm for one second 1 m3 of #2 Fuel Oil 39 GJ
• Electrical energy is measured in kWh 1 m3 Propane (LPG) 25.5 GJ 1 MJ = 1,000 kJ
1 GJ = 1,000 MJ
• The number of 1000 watts (kW) used in 1 hour 31 32
1 kg propane (LPG) 45.65 MJ 1 GJ = 1,000,000 kJ
• Not Demand! (kW/ kVA) 1 kW is 1 kJ/sec.
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Fuel Switching Energy and Maximum Demand

• Replaces inefficient fuels with efficient and cleaner • Clearly understand the difference
alternatives.
• Energy Usage (kWh), energy usage over time
• How would you decide, very basically:
• Area under the graph
• Converting an coal fired boiler to gas-fired boiler
• Determine the cost/GJ of energy from both • Maximum Demand (kW/ kVA), instantaneous
sources • Maximum Value over the time period
• If gas will cost 20% less per GJ as compared to
coal, then you will save 20% in fuel cost by
switching fuels 33 34
• Rely on a common unit of comparison
Basic Electric Rates Power Triangle

• Basic Charge: Constant monthly cost, • Electrical Power comprises of 3 components:
• Apparent Power – S (kVA)
• Energy rate: based on the no. of kWh • Real Power – P (kW)
consumed per month • Reactive Power – Q (kVAr)
S (kVA)
• c/kWh (e.g. 89 c/kWh)
• Demand rate: based on the maximum kW/ Q (kVAr)
kVA drawn in a month

• R/kVA (e.g. R100/kVA)
35 P (kW) 36
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Power Factor analogy Power Factor
• Power Factor is the ratio of Apparent Power to

Real Power ranging from -1 to 1
Reactive Power • PF = S/P
(kVAr)
Apparent Power
• Ideal to have PF as close to Unity as possible
(kVA)
Active Power
(kW)
• Load with a low PF draws more current
• Load with a high PF draws less current
“Real” Power • Higher current = higher loss = higher cost
• Bad PF can lead to a costly demand bill
37 38
Source: J. Calmeyer
Break for 20 minutes
Introduction to ISO 50001

12 August 2014 Workshop 2
Day 1 Session 3
Dr. Wang
10:30 am to 11:00 am
39 40
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ISO 50001:2011 ISO 50001:2011

ISO 50001 - Energy management ISO 50001:2011 provides a framework of requirements for organizations to:
• Using energy efficiently helps organizations save money as • Develop a policy for more efficient use of energy
well as helping to conserve resources and tackle climate • Fix targets and objectives to meet the policy
change. ISO 50001 supports organizations in all sectors to use • Use data to better understand and make decisions about energy use
energy more efficiently, through the development of an • Measure the results
energy management system (EnMS). • Review how well the policy works, and
• ISO 50001 is based on the management system model of • Continually improve energy management.
continual improvement also used for other well-known
standards such as ISO 9001 or ISO 14001. This makes it easier
for organizations to integrate energy management into their
overall efforts to improve quality and environmental 41 42
management.
Global Certification Trend Global Certifications By Country
Country Number of ISO 50001

certified sites
7345 Worldwide
Germany 3441 Turkey 120
France 973 Taiwan 119
Austria 99
Netherlands 408
Ireland 93
UK 355 Russian 65
Italy 245 Federation
Spain 227 Denmark 64
43
Sweden 224 44
Reinhard Peglau May 2014 Update
Senior Scientific Officer on Environmental Management India 161
German Federal Environment Agency (UMWELTBUNDESAMT) Korea 123
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Examples of National Programs What is ISO50001
China, The Twelfth Five-Year Plan for National Economic and Social Develop a policy for more efficient use of energy, and fix targets and
objectives to meet the policy
Development of the People’s Republic of China (2011-2015) Certification
of energy management, GB/T 23331 has required by the 10,000 energy Energy Review to identify the significant energy use, review all and
saving program. prioritize what to reduce
US, SEP Program (Superior Energy Performance Program）supported by Setting baseline and performance indicator, to use data to better
US DOE. SEP Program requests participants to set performance target for understand and make decisions concerning energy
energy intensity: 5%, 10%, 15% to ensure the energy performance
improvement through regression. Operation
Europe, revised energy efficiency directive to encourage energy manager
and energy management to reduce energy consumption, the energy Measure the results
management can be demonstrated by environmental management
45 Review the effectiveness of the policy 46
Continually improve energy management.
ISO 50001
Energy Management Documents
What is energy management system?
Top management demonstrates the ISO 50004
Energy Policy energy policy. (Guidance)
Continuous Improvement
Energy review to identify the ISO 17747
ISO 50003
significant use of energy, prioritize (M&V
(Auditing)
Management Review Energy Plan and record opportunities for Org)
improving energy performance
Implementation
ISO
Monitoring,
Analysis
ISO 50007
(Energy
50001 ISO 50002
(Energy
Services) audits)
Check
Corrective Action for

47 ISO 50015 ISO 50006 48
Internal Audit (M&V (Baseline
improvement , Prevention
Guidance) and EnPIs)
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Evaluation of energy savings How is ISO 50001 Different?

documents
M&V M&V Setting performance
Framework Regions Projects Energy Review Baseline setting
indicator
Organizations Guidance
ISO ISO ISO ISO ISO

17743 17742 17741 17747 50015 Performance Continuous Improvement of
evaluation improvement of EnMS energy performance
Guidance
and
Guidance Guidance Guidance Methods Principles 49
Certification deliver
50
after the confirmation
a part of performance
change.
Benefits of EnMS Benefits of EnMS

Organization will be able to Contribution to the business impact
–nominate policy for energy and business continuity, Reduce energy cost and improve earnings
and set policy and fix target covering performance Develop proactive investment plan
and continuous improvement in related with energy management and its fix
–reduce energy use, additional effect to reduce CO2 cost, to introduce the energy conservative
equipment
Aware the potential new business in related to
energy saving.
Reduce energy use and risk against potential
51 52
incident across supply chain
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ISO 50001: Energy Management System - EnMS
ISO 50001 on energy management systems was published in

June 15, 2011. The standard could have a positive impact on
some 60 % of the world’s energy use to assist organizations in
making better use of their existing energy-consuming assets.
ISO 50001 assists facilities in evaluating and prioritizing the
implementation of new energy-efficient technologies.
Challenging Issue Benefit for certification

Requirements of
ISO 50001- Part 1
• Reduce energy cost
ISO 50001 • Facilitate energy management
improvements for greenhouse gas
will provide organizations
emission reduction 12 August 2014 Workshop 2
with management strategies to • Support CSR activities Day 1 Session 3
increase energy efficiency, • Promote energy management best Dr. Wang
reduce costs and improve practices and reinforce good energy 11:00am – 11:30 am
energy performance. management behaviors 54
53
Generating a foundation 3.5 energy

electricity, fuels, steam, heat, compressed air, and other like
• Terminology is a critical
media
factor in
understanding
NOTE 1 For the purposes of this International Standard, energy refers to the various forms of
• Terminology makes energy, including renewable, which can be purchased, stored, treated, used in equipment or
in a process, or recovered.
sure everyone is talking NOTE 2 Energy can be defined as the capacity of a system to produce external activity or
about the same thing perform work.
• Terminology can
provide requirements
55
56
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3.7 energy consumption

3.6 energy baseline
3.8 energy efficiency
quantitative reference(s) providing a basis for comparison of energy 3.7
performance energy consumption
quantity of energy applied
NOTE 1 An energy baseline reflects a specified period of time. 3.8

NOTE 2 An energy baseline can be normalized using variables which affect energy energy efficiency
use and/or consumption, ratio or other quantitative relationship between an output of performance, service,
e.g. production level, degree days (outdoor temperature), etc. goods or energy, and an input of energy
NOTE 3 The energy baseline is also used for calculation of energy savings, as a
reference before and after implementation of energy performance improvement EXAMPLE Conversion efficiency; energy required/energy used; output/input;
actions. theoretical energy used to operate/energy used to operate.
NOTE Both input and output need to be clearly specified in quantity and quality, and
be measurable.
57 58
3.12 energy performance

3.9 energy management system EnMS 3.13 energy performance indicator EnPI
3.9 3.12
energy management system EnMS energy performance
set of interrelated or interacting elements to establish an energy policy and energy measurable results related to energy efficiency (3.8), energy use (3.18) and energy
objectives, and processes and procedures to achieve those objectives consumption (3.7)
3.10 NOTE 1 In the context of energy management systems, results can be measured
energy management team against the organization's energy policy, objectives, targets and other energy
person(s) responsible for effective implementation of the energy management system performance requirements.
activities and for delivering energy performance improvements NOTE 2 Energy performance is one component of the performance of the energy
NOTE The size and nature of the organization, and available resources, will determine the management system.
size of the team. The team may be one person, such as the management representative. 3.13
3.11 energy performance indicator EnPI
energy objective
quantitative value or measure of energy performance, as defined by the
specified outcome or achievement set to meet the organization's energy policy related to organization
improved energy performance
NOTE EnPIs could be expressed as a simple metric, ratio or a more complex model.
59 60
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3.15 energy review 3.17 energy target

3.16 energy services 3.18 energy use
3.15 3.17
energy review energy target
determination of the organization's energy performance based on detailed and quantifiable energy performance requirement, applicable
data and other information, leading to identification of opportunities to the organization or parts thereof, that arises from the energy
for improvement objective and that needs to be set and met in order to achieve this
NOTE In other regional or national standards, concepts such as objective
identification and review of energy aspects or energy profile are 3.18
included in the concept of energy review. energy use
3.16 manner or kind of application of energy
energy services EXAMPLE Ventilation; lighting; heating; cooling; transportation;
activities and their results related to the provision and/or use of processes; production lines.
energy
61 62
3.27 significant energy use 4 Energy management system requirements
3.27 4.1 General requirements

significant energy use The organization shall:
a) establish, document, implement, maintain and improve an EnMS in accordance
energy use accounting for substantial energy consumption and/or with the requirements of this International Standard;
offering considerable potential for energy b) define and document the scope and boundaries of its EnMS;
performance improvement c) determine how it will meet the requirements of this International Standard in
NOTE Significance criteria are determined by the organization. order to achieve continual improvement of its energy performance and of its EnMS.
63 64
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4.2 Management responsibility 4.2.2 Management representative

4.2.1 Top management Top management shall appoint a management representative(s) with appropriate skills
Top management shall demonstrate its commitment to support the EnMS and to and competence, who, irrespective of other responsibilities, has the responsibility and
continually improve its effectiveness by: authority to:
a) defining, establishing, implementing and maintaining an energy policy; a) ensure the EnMS is established, implemented, maintained, and continually improved
b) appointing a management representative and approving the formation of an energy in accordance with this International Standard;
management team; b) identify person(s), authorized by an appropriate level of management, to work with
c) providing the resources needed to establish, implement, maintain and improve the the management representative in support of energy management activities;
EnMS and the resulting energy performance; c) report to top management on energy performance;
NOTE Resources include human resources, specialized skills, technology and financial d) report to top management on the performance of the EnMS;
resources. e) ensure that the planning of energy management activities is designed to support the
d) identifying the scope and boundaries to be addressed by the EnMS; organization's energy policy;
e) communicating the importance of energy management to those in the organization; f) define and communicate responsibilities and authorities in order to facilitate effective
f) ensuring that energy objectives and targets are established; energy management;
g) ensuring that EnPIs are appropriate to the organization; g) determine criteria and methods needed to ensure that both the operation and control
h) considering energy performance in long-term planning; of the EnMS are effective;
i) ensuring that results are measured and reported at determined intervals; h) promote awareness of the energy policy and objectives at all levels of the
organization.
j) conducting management reviews.
65 66
4.3 Energy policy Review of an Energy Policy

The energy policy shall state the organization's commitment to achieving energy
performance improvement. Top management shall define the energy policy and
ensure that it:
a) is appropriate to the nature and scale of the organization's energy use and
CI Performance • Improved energy
consumption; performance
b) includes a commitment to continual improvement in energy performance;
c) includes a commitment to ensure the availability of information and of necessary Availability of • Information for objectives
resources to achieve objectives and targets;
information and targets
d) includes a commitment to comply with applicable legal requirements and other
requirements to which the organization subscribes related to its energy use,
consumption and efficiency; Availability of • Resources for objectives
e) provides the framework for setting and reviewing energy objectives and targets; and targets
resources
f) supports the purchase of energy-efficient products and services, and design for
energy performance improvement;
g) is documented and communicated at all levels within the organization; Legal and other • Commit to meeting 68
h) is regularly reviewed, and updated as necessary. requirements obligations
67
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ISO FDIS 50004 energy policy

Connections
Annex A (informative) Examples of energy policy
Responsibilities Example 1
and authorities
Management As an energy intense manufacturer of specialty glass, the company strives to
responsibility improve energy efficiency and reduce energy consumption costs and promote the
Management
review long-term environmental and economic sustainability of its operations.
• reducing energy use per unit of production in our manufacturing operations
Energy
Energy planning objectives and
through the establishment of objectives and targets;
targets • ensuring continual improvement in our energy performance;
Energy policy
Training and • deploying resources and leveraging information to achieve our objectives and
communication targets;
• upholding legal and other requirements regarding energy use, efficiency and
Operational
controls
consumption;
69 • considering energy performance improvements in design and modification of our
Procurement facilities, equipment, systems and processes;
and Design
• effectively procuring and using energy-efficient products, and services. 70
ISO FDIS 50004 energy policy ISO FDIS 50004 energy policy
Annex A (informative) Examples of energy policy Annex A (informative) Examples of energy policy
Example 2. (Continued on next slide) Example 2.(Continued)

• This policy applies to all ABC operations. • Secure adequate and reliable energy supplies at the most advantageous rates
• The objectives of this policy are to continually improve energy performance,
and implement contingency plans to protect operations from energy supply
interruptions.
reduce cost, optimize capital investments for energy efficiency, reduce
environmental and greenhouse gas emissions, and conserve natural resources.
• Encourage continuous energy performance by employees in their work and
personal activities.
• ABC will promote the efficient use of energy to produce and deliver products and • Drive further development of internal and external energy efficient and
services to its customers. innovative technologies.
• The following steps should be pursued to support this policy: • Support governmental agencies, utility companies and other organisations on
• Establish and implement an effective EnMS worldwide that supports energy programs and comply with all legal and regulatory requirements relating
manufacturing capabilities while providing a safe and comfortable work to energy use, consumption and efficiency.
environment with the information and resources needed to set and achieve • Report progress toward ABC’s energy objectives and targets to executive
appropriate energy objectives and targets. management on a quarterly basis
• Emphasize energy performance as a factor in procurement decisions, product
development and in process and facility design.
71 72
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Exercise 1: Energy Policy Exercise 1 11:30 to 12:00
REDUCE – How would you rate the policy on ?

• Reduce energy use per unit of production by 15% in 5 years in our • Commitment to Continual improvement
manufacturing operations
• Ensure continual improvement in our energy performance
• Deploy information and resources to achieve our objectives and • Commitment to information and resources
targets
• Uphold legal and other requirements regarding energy
• Consider energy performance improvements of our organization
• Commitment to legal and other
• Effectively procure and utilize energy-efficient products and
services
73 74
Energy Policy Discussion

• In your teams review the energy review
provided and prepare comments on strengths
Requirements of
and weaknesses
ISO 50001- Part 2

• Dr. Wang will facilitate the discussion
• We will be the discussion right please be back 12 August 2014 Workshop 2

Day 1 Session 3b
at 11:45 Deann Desai
13:00 pm – 13:45 pm
76
75
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Planning process Legal and Other Requirements
Step 1 • Legal and Other Requirements Develop a

Ensure
List/
Connections
Evaluation
Registry
Step 2 • Energy Review Trading
Schemes
Regional
Step 3 • Baseline Operational
controls
National
Records
Step 4 • EnPIs Identify
Communica-tion
Local
Step 5 • Objectives, Targets, Action plans Maintenance
controls
Other Training
77 78
Step 6 • Review and update Communica-
tion
Connections to
Understand Your Energy Significance Energy Uses
Operational
Current Energy control
Use and Competence, Procurement
Consumption training and
awareness
Past Energy
Energy Use and Objectives, Significant
Sources targets and Monitoring,
Consumption action plans energy measurement
79 uses and analysis 80
20
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Opportunities for improvement - A.4.3 Energy review

Sources
The process of identification and evaluation of energy use should lead the organization to define areas
of significant energy use and identify opportunities for improving energy performance.
System Examples of personnel working on behalf of the organization include service contractors, part-time
Energy
Optimisation personnel and temporary staff.
Assessments
study Potential sources of energy can include conventional sources that have not been previously used by an
organization. Alternative energy sources can include fossil or non-fossil fuels.
Updating the energy review means updating the information related to the analysis, determination of
SEU analysis Staff ideas significance and determination of improving energy performance opportunities.
An energy audit or assessment comprises a detailed review of the energy performance of an
organization, of a process, or both. It is typically based on appropriate measurement and observation of
actual energy performance. Audit outputs typically include information on current consumption and
performance, and they can be accompanied by a series of ranked recommendations for improvement in
terms of energy performance.
Energy audits are planned and conducted as part of the identification and prioritization of
Relevant
variables EPOs Design
81
opportunities to improve energy performance.
82
EPO = Energy Performance Opportunity
Energy Review Discussion Break for 30 minutes

• In your teams review the energy review provided
and prepare comments on strengths and
weaknesses
• Dr. Wang will facilitate the discussion
• We will be the discussion right please be back at
14:30
83 84
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2015/7/20
Baseline Information
Requirements of
ISO 50001- Part 3
Day 1 Session 3c
Dr. Wang
15:00-15:30
85 86
• Estimated energy consumption Erep_est = f(Q rep )

• Energy savings ΔE = Erep_est - Erep_act
Estimated Actual
Establishing an EnB
Baseline period Reporting period
1. Determine the specific purpose and
Energy consumption
Ebase
Erep_est corresponding EnPIs for which the EnB will be
ΔE
Energy baseline
used;
Erep_act model
E= f(Q) 2. Determine a suitable data period;
time
Relevant valuable
(Ex production)
3. Data collection;
Qbase Qrep
4. Calculate and test the EnB.
time
Energy
Energy baseline model

88
E = f(Q) Source: ISO 50006
87
Q
22
2015/7/20
EnPIs EnPIs
• Energy performance • The main types of EnPIs are:
indicators and their
corresponding energy • measured energy value (in total or broken
baselines are metrics
that are defined by the down by energy use);
organization to measure
energy performance. An • ratio derived from measured values, such as
EnPI can be at a facility, energy efficiency;
system, process or
equipment level and • statistical model: linear and non-linear
should have an regressions;
appropriate baseline at
the same level for 89 • engineering based model: simulation. 90
comparative purposes. Source: ISO 50004
Source: ISO 50006
ISO CD3 50006

Calculating improvement
Energy performance indicator
• The following approaches are common. EnPI= Elements of Energy Performance Indicator
• EnPI difference: This is the difference between the baseline period
EnPI value and the reporting period EnPI values. This could be - Energy consumption ex; GJ, kWh
illustrated in the following equation, where the baseline EnPI value - Energy efficiency
is “B“, the reporting value is “R“:
- Specific Energy Ratio (SER) ex; GJ/t, kWh/unit
Difference = R – B
• Percent change: This is the change in values from the baseline - Energy Intensity (EI) ex; GJ/ US$, GJ/t
period to the reporting period, expressed as a percentage of the - Energy (conversion) efficiency ex; %
EnB value. This could be illustrated in the following equation.
- Peak power ex; kW
Percent Change = [(R – B) / B] x 100
• Current ratio: This is a ratio of the reporting period value divided by
the baseline period value. 91
Current Ratio = (R/B) Source: ISO 50006
92
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3.8
energy efficiency
ratio or other quantitative relationship between an output of performance, service, goods or energy, and an input of
energy
EXAMPLE Conversion efficiency; energy required/energy used; output/input; theoretical energy used to operate/energy
[Actual, Measured ] energy consumption used to operate.
NOTE Both input and output need to be clearly specified in quantity and quality, and be measurable.
[Calculated, Estimated, Adjusted ] baseline energy consumption
Name Key Useful for Calculation Model
Energy consumption
T>0 word
Energy Input Output

Ratio conversion
Energy Energy
Energy Between efficiency (Product)
EE Output
Efficiency and
input
Index for any

organization,
Specific Ratio of equipment Input Output
Baseline period reporting period SER Energy Output
to Input
Ratio * Product
Material
EPIA
Implementation
Time Energy Service
Total index for
& tuning Ratio of the general
& training Energy Output
EI to Input
manufacturer,
Intensity regional
government
93 * Specific Energy consumption (SEC) is same concept 94
** narrow definition
Exercise (16:00-16:30)
• Review information on relevant variables and EnPIs in the exercise

packet.
• Discuss in your teams using a large chemical company or a food
company as the auditee – what types of EnPIs and baselines you
might see
Requirements of
• Be prepared to discuss
ISO 50001- Part 4
Day 1 Session 3d
Deann Desai
1630-1700
95 96
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2015/7/20
Considerations For Setting Objectives Action Plans

• Legal registry
Legal and Other
requirements • Corporate Agreements ACTION
• Consumption
PLAN
Significant
energy uses
• Opportunity for Method of
improvement verifying
Actions results
Resources Documented
Opportunities • Energy review
for Updated at
improvement • Energy assessments Time
frame defined intervals
Responsibility
• Financial 97 98
Operational and (Functional level)
business • Technical views of
interested parties
4.4.6 Energy objectives, energy targets and energy Objectives, Targets and action plan
management action plans
The organization shall establish, implement and maintain documented energy objectives and
Connections
targets at the relevant functions, levels, processes or facilities within the organization. Time
frames shall be established for achievement of the objectives and targets. The objectives and
targets shall be consistent with the energy policy. Targets shall be consistent with the objectives.
When establishing and reviewing objectives and targets, the organization shall take into Training
account legal requirements and other requirements, significant energy uses and opportunities
to improve energy performance, as identified in the energy review. It shall also consider its
needs
financial, operational and business conditions, technological options and the views of interested Energy
parties. SEU list Assessment
The organization shall establish, implement and maintain action plans for achieving its objectives
and targets.
reports
The action plans shall include:
⎯ designation of responsibility;
⎯ the means and time frame by which individual targets are to be achieved;
⎯ a statement of the method by which an improvement in energy performance shall be verified;
Objectives,
⎯ a statement of the method of verifying the results. Energy Targets EPO
The action plans shall be documented, and updated at defined intervals. Policy and action Register 100
plans
99
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Operational and 4.5 Implementation and operation

Maintenance Controls 4.5.1 General
The organization shall use the action plans and other outputs resulting from the planning process
for implementation and operation.
4.5.2 Competence, training and awareness
Operational and Maintenance The organization shall ensure that any person(s) working for or on its behalf, related to significant
energy uses, are competent on the basis of appropriate education, training, skills or experience.
The organization shall identify training needs associated with the control of its significant energy
uses and the operation of its EnMS.
The organization shall provide training or take other actions to meet these needs.
Appropriate records shall be maintained.
Policy SEUs Objectives Action plans
The organization shall ensure that any person(s) working for or on its behalf are aware of:
a) the importance of conformity with the energy policy, procedures and the requirements of the
EnMS;
b) their roles, responsibilities and authorities in achieving the requirements of the EnMS;
Criteria for
Communi- operation Communicati Communicati
Development
Communicati c) the benefits of improved energy performance;
of criteria for
cation and mainten- on on
operation
on d) the impact, actual or potential, with respect to energy use and consumption, of their activities
ance and how their activities and behaviour contribute to the achievement of energy objectives and
101
targets, and the potential consequences of departure from specified procedures.
102
4.5.3 Communication 4.5.4 Documentation

The organization shall communicate internally with regard to its energy 4.5.4.1 Documentation requirements
performance and EnMS, as appropriate to the size of the organization. The organization shall establish, implement and maintain information, in paper, electronic or
The organization shall establish and implement a process by which any person any other medium, to describe the core elements of the EnMS and their interaction.
working for, or on behalf of, the organization can make comments or suggest The EnMS documentation shall include:
improvements to the EnMS. a) the scope and boundaries of the EnMS;
The organization shall decide whether to communicate externally about its energy b) the energy policy;
policy, EnMS and energy performance, and shall document its decision. If the c) the energy objectives, targets, and action plans;
decision is to communicate externally, the organization d) the documents, including records, required by this International Standard;
shall establish and implement a method for this external communication. e) other documents determined by the organization to be necessary.
NOTE The degree of documentation can vary for different organizations for the following
reasons:
⎯ the scale of the organization and type of activities;
⎯ the complexity of the processes and their interactions;
⎯ the competence of personnel.
103 104
26
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4.5.4.2 Control of documents 4.5.5 Operational control

Documents required by this International Standard and the EnMS shall be controlled. The organization shall identify and plan those operations and maintenance activities which
This includes technical documentation where appropriate. are related to its significant energy uses and that are consistent with its energy policy,
The organization shall establish, implement and maintain procedure(s) to: objectives, targets and action plans, in order to ensure that they are carried out under
a) approve document specified conditions, by means of the following:
b) periodically review and update documents as necessary; a) establishing and setting criteria for the effective operation and maintenance of significant
energy uses, where their absence could lead to a significant deviation from effective energy
c) ensure that changes and the current revision status of documents are identified; performance;
d) ensure that relevant versions of applicable documents are available at points of use; b) operating and maintaining facilities, processes, systems and equipment, in accordance with
e) ensure that documents remain legible and readily identifiable; operational criteria;
f) ensure documents of external origin determined by the organization to be necessary c) appropriate communication of the operational controls to personnel working for, or on
for the planning and operation of the EnMS are identified and their distribution behalf of, the organization.
controlled; NOTE When planning for contingency or emergency situations or potential disasters, including
g) prevent the unintended use of obsolete documents, and suitably identify those to be procuring equipment, an organization may choose to include energy performance in
retained for any purpose .nts for adequacy prior to issue; determining how it will react to these situations.
105 106
4.5.6 Design
4.5.7 Procurement of energy services, products, 4.6.1 Monitoring, measurement and analysis
equipment and energy The organization shall ensure that the key characteristics of its operations that
4.5.6 Design
determine energy performance are monitored, measured and analysed at planned
intervals. Key characteristics shall include at a minimum:
The organization shall consider energy performance improvement opportunities and operational control
in the design of new, modified and renovated facilities, equipment, systems and processes that can have a a) significant energy uses and other outputs of the energy review;
significant impact on its energy performance. b) the relevant variables related to significant energy uses;
The results of the energy performance evaluation shall be incorporated where appropriate into the c) EnPIs;
specification, design and procurement activities of the relevant project(s).
d) the effectiveness of the action plans in achieving objectives and targets;
The results of the design activity shall be recorded.
4.5.7 Procurement of energy services, products, equipment and energy e) evaluation of actual versus expected energy consumption.
When procuring energy services, products and equipment that have, or can have, an impact on significant The results from monitoring and measurement of the key characteristics shall be
energy use, the organization shall inform suppliers that procurement is partly evaluated on the basis of recorded.
energy performance. An energy measurement plan, appropriate to the size and complexity of the
The organization shall establish and implement the criteria for assessing energy use, consumption and organization and its monitoring and measurement equipment, shall be defined and
efficiency over the planned or expected operating lifetime when procuring energy using products, implemented.
equipment and services which are expected to have a significant impact on the organization's energy
performance.
The organization shall define and document energy purchasing specifications, as applicable, for effective
energy use.
NOTE See Annex A for more information.
107 108
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2015/7/20
4.6.1 Monitoring, measurement and analysis

Key Characteristics
NOTE Measurement can range from only utility meters for small organizations
up to complete monitoring and measurement systems connected to a
software application capable of consolidating data and delivering automatic Outputs
from
analysis. It is up to the organization to determine the means and methods of Energy
measurement. Review
Actual vs.
The organization shall define and periodically review its measurement needs. Expected Significan
The organization shall ensure that the equipment used in monitoring and energy t Energy
measurement of key characteristics provides data which are accurate and consumpti Uses
on
repeatable. Records of calibration and other means of establishing accuracy Key
and repeatability shall be maintained. Characteristic
The organization shall investigate and respond to significant deviations in s
energy performance. Relevant
variable
Results of these activities shall be maintained. EnPIs
s for
SEUs
Objective 110
s, Targets
& Action
109 Plans
4.6.2 Evaluation of compliance with legal

requirements and other requirements
At planned intervals, the organization shall evaluate compliance

with legal requirements and other requirements to which it
Hopefully, we provided some
subscribes related to its energy use and consumption.
new ideas for your
Records of the results of the evaluations of compliance shall be consideration today.
maintained.
We look forward to your
continued participation
tomorrow.
111 THANK YOU FOR YOUR HARD WORK 112
TODAY
28
2015/7/20
Questions from Day 1

• Any questions from the Day 1?
APEC Project MLA Readiness

Project in ISO50001
Beijing, China
DAY 2
113 114
PROCESS HEATING
General Characteristics
• PROCESS HEATING is the application of heat needed
to produce basic materials and commodities. Process
Application to Energy heating systems may use fuels, electricity or steam to
provide the necessary thermal energy.
Systems
Day 2
Deann Desai
9:00am to 9:30am
115 116
29
2015/7/20
System Components Characteristics and Operations

Potentially Inefficient Operations Operations and Maintenance
• Inefficient combustion • Tune-up burner
• Oven/furnace Leakage • Eliminate air leaks
• Clean heat transfer surfaces
• Fouled heat transfer
• Install seals/curtains to
surfaces reduce losses
• Ineffective insulation • Minimize support items that
• Stack heat losses absorb heat
• Ineffective controls • Heat only to required
temperature
117 • Match firing rate to load 118
Steam system
Data Integration & Relevant Variables
Schematic of Major Components
•Operating temperature
•Surface temperature
•Combustion air temperature
•Material throughput
•Material input and output temperature
•Material moisture content
119 120
30
2015/7/20
Stream system
Boiler Performance
Boiler performance primarily a function of fuel type Opportunities for Improved Efficiency
Coal Full load efficiency – Low load efficiency – Operation and Maintenance
85% 75% • Eliminate steam leaks
Oil Full load efficiency – Low load efficiency –
• Reduce boiler pressure
80% 72%
Gas Full load efficiency – Low load efficiency – • Boiler combustion tune-up
75% 70% • Inspect and repair failed steam traps
Biomass Full load efficiency – Low load efficiency – • Minimize deaerator venting
70% 60%
• Minimize blowdown
121 • Shutoff backup boiler 122
Data Integration & Relevant Variables Pumps: System Components
• Boiler operating pressure

• Excess combustion air
• Stack temperature
• Boiler load, i.e. steaming rate
• Condensate return temperature and amount
• Makeup water quality
• Makeup water temperature 123 124
31
2015/7/20
Pump Pump
General Characteristics Factors Affecting Pump Performance
• Industrial motors are single largest end-user of electricity in • Liquid flow rate
the country accounting for 25% of sales
• Pumps represent 27% of the electricity used by industrial • Differential pressure
systems.
• Liquid density
• Pump suction head
• Operating speed
125 126
Pump Pump
Indicators of Inappropriate Applications Opportunities for Improved Efficiency
• Throttle-valve control for system Operation and Maintenance
• Cavitation noise or damage • Repair pump leaks

• Continuous operation in batch process • Turn off pumps when not in use
• Trim or replace impellers on oversized pumps
• Bypass line normally open • Reduce or eliminate by-pass flow and control (throttling)
• High system maintenance valves
• Systems that have changed function • Optimize parallel pumping systems
127 128
32
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Data Integration & Relevant Variables
•Pump differential pressure

•Pump head
•Fluid density
•Pump flow rate Group Exercise
•Pump speed Day 2
9:30am to noon
129 130
Case Study
(9:30-10:00)
Monitoring and Measurement (4.6.1)
Focus Assignment Key Characteristics Measurement plan

• Scope and Boundary 1. Positives • a) significant energy uses • An energy measurement
and other outputs of the
energy review; plan, appropriate to the
• Boundary – 2. Negatives
• b) the relevant variables size and complexity of the
physical/site 3. Concerns related to significant organization and its
limits/organization energy uses;
4. Discussion points monitoring and
• c) EnPIs;
al limits measurement equipment,
5. Areas where more • d) the effectiveness of the
• Energy review action plans in achieving shall be defined and
information will be objectives and targets; implemented.
• EnPI necessary • e) evaluation of actual
versus expected energy
• Baselines 131
consumption. 132
• Documents , Records
33
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Monitoring and Measurement ISO FDIS 50004

The energy measurement plan should describe the following:
• The organization shall define and periodically
• what is measured and monitored,
review its measurement needs. • why is it measured,
• The organization shall ensure that the • how it is measured, (device, method, frequency, accuracy and
repeatability, calibration)
equipment provides data which are accurate and
• the values to be expected,
repeatable. • a significant deviation for that measurement,
• The organization shall investigate and respond to • the action to be taken for a significant deviation,
significant deviations in energy performance. • personnel responsible for data collection and measurement,
• what and where the record is,
• Records
• whether any measurements or parameters are especially
133 process or safety critical, 134
• future measurement needs.
General Information of hospital S

Number of hospital bed：350
Employee：700
Number of Doctor 100 Number of Nurse 500 Number of pharmacist 30
Energy Service: 2 person (Company T inside hospital S)
Energy audit: 1 person (Company V)
Number of department 22
Floor Structure
National Hospital S 3E
3W
Operation room：6
Pediatric and obstetric department
Anesthetist ：15
NICU： 4 rooms
Energy Plan in 2013

4E cardiovascular department (cardiovascular internal medicine, cardiac surgery) CCU： 8 rooms
cardiac catheter test room: 2
4W cardiovascular department（neurosurgery, neurology） HCU：4 beds

5E Cancer ( surgery, respiratory） HCU：4 beds
5W Cancer (gynecology, urology）
135 136
6E Internal medicine department
（internal medicine, digestive organs, respiratory medicine, dermatology)
6W Surgery department (orthopedic, ophthalmology, otorhinolaryngology）
34
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Baseline setting:
Energy Objective Past three years: 2010-2012
• 10% improvement of energy intensity to Average of energy use from 2010-2012
reduce 2010-2012 Electricity Town Gas LPG Water Total
Energy use Kl (Year) 1255 1131 5 2391

(crude oil
equivalent)
Energy Cost USD/year 787,700 681,360 2,670 142,490 1,615,230
137 138
Energy use
RATIO OF ENERGY USE
Medical devise and
other
Heat
18%
21%
Sanitary pomp
Town Gas 1%
47% Electric Fan
53% 5%
lighting
11%
Frezer
2%
139 Airconditionar 140
Average energy use in Japanese hospital
42%
Electric：60%, Town gas 40% (Source; ECCJ)
35
2015/7/20
Significant energy uses Baseline setting: seasonal impact

• Electric：Lighting, air-conditioner (PAC and outdoor air Total consumption of energy use (kl)
processing unit), Medical devices ANNUAL TREND OF ENERGY USE; ELECTRIC AND
300
• Town Gas：air conditioner (PAC, hot and chilled water TOWN GAS
250
generator), water boiler, steam boiler, co-generation
• Air-conditioner, hot water are significant energy use to identify. 200
160
100 100
125 95 110
• Energy use is high in summer and winter 150 110 70
75
60 50 50
• energy use is not stable due to the temperature change 100
130 135
• Considerable EnPI : air temperature 50 110 100 100 96 100
120 120
100 100 105
141
1 2 3 4 5 6 7 8 9 10 11 12 Month 142
Electric Town Gas
Energy plan and achievement in 2013

Calculation of energy intensity
(April to December)
Reduction in
Action Plan Measure expected cost saving
2013
(USD)
Energy Baseline Energy intensity
After the cleaning of the operation room,
2,390 kL/year Hospital S：3,254 MJ/m2 Operation room and central supply room;
the last nurse will set off of the
airconditionar. In case of emargency 420,000kWh 550,000
＝92,405 GJ/year
2013.07.30
(Average 2010-2012) aircondition off
operation, central operation can
( Average 2010-2012) reactivate soon.
Building year: January 2010
Steam Boiler maintenance improvement for Activate only during the use of autoclave
・High efficiency building design and autoclave stellizer stellizer
34920m3 227,327
energy efficient facility
floor area Waste heat use for cold and hot water
・Few Performance loss generation
77910 kWh -31887
28,395.72m2 Thinning out the illumination in

(7 buildings ) Other Hospital in Japan： passageways and elevator halls, cutting
2013.07.30 back on the number of elevators in
2,700～4,100MJ/m2 Lighting off
service and turning off lights that do not
176400kWh 314,826
need to be always on. Close: medical
center 22pm-7am, escaletor 20:00-7am
6300kWh,
Peak off setting of facilities Targeted 850kW 180,000
79kW
143 Washlet setting set the temparature as low 65555kWh 100,000
144
Energy 7.5 % reduction of
Awareness and promotion
efficiency energy use
Total 1,340,266
36
2015/7/20
Energy data in 2013 (April to December) Summary of achievement in 2013
Energy data (GJ) (GJ) (GJ) (GJ)
2013(month) Electric Town Gas LPG Total

• Achieved energy improvement 7.5% by maintenance
4 3,892 2,965 13 6,874 （without facility change）
5 3,803 2,417 9 6,234
• Awareness raised among hospital managements, doctors that
6 3,865 2,821 12 6,704
7 4,301 4,028 14 8,350

current energy plan with target 10% reduction of energy
8 4,306 4,050 15 8,379 intensity, the hospital can reduce energy cost about USD
9 3,181 3,199 19 6,408 150,000 annually.
10 3,543 2,456 6 6,015
11 3,362 3,102 13 6,488
12 3,934 4,123 20 8,089
3 145 146
Total 34,187 29,161 121 63,469
Appendix:
Energy Audit Report in 2012 Group Discussion
Concern 1: No direct measurement and the associated data • Assign one or two
・Root causing: No monitoring point (electric and gas) at each floor and area presenters for group
・Countermeasure：metering system to allocate at each floor and area
presentation
・Action： Calculation based the floor size by each building
• Each group: 10 mins
Concern 2：Balance of quality of medical service and energy saving
・ Root causing：Some medical service needs a certain energy use
• We will start
・Countermeasure： Design of the energy efficiency is to support the
medical safety ( It means 80% of PAC can not change)
presentation, please be
・Action： Plan out the hospital specific energy efficiency back at 13:30
147 148
37
2015/7/20
Break for 30 minutes Group Exercise 1:

(10:00-10:30)
Group presentation
(13:30-14:45)
• Please comments on
• Boundary of the organization,
• Energy policy and Energy review is appropriate or not
• Setting Energy Baseline
• Energy performance indicator
• Actual energy data in 2013
• Achievement of energy performance change in 2013
149 • Do you think this is already ready to go for audit? 150

• What kind of information do you expect during audits?
4.6.3 Internal audit of the EnMS

The organization shall conduct internal audits at planned intervals to ensure that the EnMS:
⎯ conforms to planned arrangements for energy management including the requirements of
this International Standard;
⎯ conforms with the energy objectives and targets established;
⎯ is effectively implemented and maintained, and improves energy performance.
Requirement of management An audit plan and schedule shall be developed taking into consideration the status and
importance of the processes and areas to be audited as well as the results of previous audits.
system in ISO 50001 The selection of auditors and conduct of audits shall ensure objectivity and impartiality of
the audit process.
Records of the audit results shall be maintained and reported to top management.
Day 2
Deann Desai
15:30 to 17:00
151
152
38
2015/7/20
ISO FDIS 50004 ISO FDIS 50004

4.6.3 Internal audits 4.6.3 Internal audits
4.6.3.3 EnMS internal audits • other areas where important • 4.6.3.4 EnMS internal audits may be conducted less
should be prioritized and nonconformities have been frequently for areas:
conducted more frequently identified in previous audits;
for: • that do not significantly impact energy performance, such
• areas that have experienced
• areas that influence energy as document control;
changes to equipment,
performance such as systems, processes and • or processes that have fewer nonconformities from
objectives, targets, SEUs, personnel since the last previous audits.
operational controls, EnMS audit;
significant deviations, • This ensures that the audit process is focused on the
measurement, monitoring • areas where changes are areas and processes that assist the organization in
and analysis, and energy planned that could have a
significant impact on energy
improving energy performance and the effectiveness of
review; its EnMS.
performance.
153 154
ISO FDIS 50004 4.6.4 Nonconformities, correction, corrective action

Internal audits and preventive action
• 4.6.3.5 The organization should maintain evidence
The organization shall address actual and potential nonconformities by making corrections,
that all the EnMS requirements were audited within a and by taking corrective action and preventive action, including the following:
defined period of time specified on an audit schedule. a) reviewing nonconformities or potential nonconformities;
b) determining the causes of nonconformities or potential nonconformities;
This can be achieved in a number of ways:
c) evaluating the need for action to ensure that nonconformities do not occur or recur;
• a matrix with processes/areas and the requirements d) determining and implementing the appropriate action needed;
applied to them during the audit(s); e) maintaining records of corrective actions and preventive actions;
f) reviewing the effectiveness of the corrective action or preventive action taken.
• completed audit plans and audit schedules providing Corrective actions and preventive actions shall be appropriate to the magnitude of the actual
details of processes/ areas and requirements audited; or potential problems and the energy performance consequences encountered.
The organization shall ensure that any necessary changes are made to the EnMS
• recorded in audit notes, audit report or other format.
155 156
39
2015/7/20
Important Connection 4.6.5 Control of records

The organization shall establish and maintain records, as
Significant Deviations necessary, to demonstrate conformity to the
Operational Control requirements of its EnMS and of this International Standard,
Significant Deviations and the energy performance results achieved.
Measurement and Monitoring The organization shall define and implement controls for the
identification, retrieval and retention of records.
Nonconformities, Correction,
Corrective action Records shall be and shall remain legible, identifiable and
traceable to the relevant activity.
Measurement Plan 157
158
4.7 Management review

ISO FDIS 50004
4.7.1 General
At planned intervals, top management shall review the organization's EnMS to ensure its continuing
The list given below is a minimum list of records based on the requirements of ISO suitability, adequacy and effectiveness.
50001. An organization may maintain additional records according to its needs:
Records of management review shall be maintained.
• energy review; 4.7.2 Input to management review
• energy opportunities; Inputs to the management review shall include:
• energy baseline; a) follow-up actions from previous management reviews;
• EnPIs; b) review of the energy policy;
• methodology for determining and updating the EnPIs; c) review of energy performance and related EnPIs;
• competency and training; d) results of the evaluation of compliance with legal requirements and changes in legal requirements and
• design; other requirements to which the organization subscribes;
• measuring and monitoring of key characteristics; e) the extent to which the energy objectives and targets have been met;
f) EnMS audit results;
• calibration;
g) the status of corrective actions and preventive actions;
• evaluation of compliance;
h) projected energy performance for the following period;
• internal audit; i) recommendations for improvement.
• corrective and preventive action; 159
• management review.
160
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4.7.3 Output from management review Management Review Discussion

(16:15-16:45)
4.7.3 Output from management review

Outputs from the management review shall include any decisions or actions related • Let’s take a look at two
to: examples of
a) changes in the energy performance of the organization; management review
b) changes to the energy policy; forms that are typical .
c) changes to the EnPIs;
• Discuss with your team
d) changes to objectives, targets or other elements of the EnMS, consistent with the
organization's commitment to continual improvement; • Energy performance
e) changes to allocation of resources. topics
• Energy inputs
• Potential integration
162
161
Connection back to our Case Study
Let’s review our case Hopefully, we provided

study relative to : some new ideas for
your consideration
• energy performance today.
We look forward to
• Records your continued
participation
• Management review tomorrow.
163 THANK YOU FOR YOUR HARD WORK 164
TODAY
41
2015/7/20
Questions from Day 2

APEC Project MLA Readiness

Project in ISO50001
Beijing, China
DAY 3
165 166
Building blocks of Quality Infrastructure

Standards
ISO 50003, Specific technical
requirements
Conformity assessment —
for product, process or
service
Requirements for bodies providing

certification audits of energy Conformity Assessment
management systems audits and Proof that technical
requirements are met:
Testing
auditor competency Metrology
Measurement standards
Inspection
Certification Accreditation
APEC-PAC EnMS Workshop 2 underpin testing and
Beijing China
Assures competence
DAY 3 calibration
167 168
Deann Desai
9:00am-noon
42
2015/7/20
ISO 50001
What is ISO 50003? and Conformity Assessment
ISO 50003:2014 • Must support ISO 50001 requirements
Energy management systems — Requirements for • continual improvement of both the EnMS and energy
bodies providing audit and certification of energy performance
management systems • Requires a new combination of skills for the auditing team
• Developed by Technical Committee ISO/TC 242, in • Management system auditing knowledge and skills (ISO
collaboration with the ISO Committee on conformity 9001, ISO 14001, etc)
assessment (CASCO). • Energy efficiency knowledge and skills
• Applies to Certification and Verification Bodies • The effectiveness and impact of ISO 50001 is dependent on
• Includes competency requirements for EnMS auditors auditors with these skills
• Adds to the requirements of ISO 17021-1 169 170
Standards used in Assessment Evaluation: Is Energy Performance

of an EnMS Improving?
• Implemented by • What does the
ISO 50001 organization data from the Monitoring,
Baseline & EnPIs Measuring &
organization Analysis
ISO 50003 • Used by CBs demonstrate?
• How are Energy
Performance
ISO/IEC 17021 • Used by CBs adjustments
made based on Report performance
Action Plans
the data? to management
ISO/IEC 17011 • Used by ABs
• Are the planned
171 improvements 172
achieved?
43
2015/7/20
Audits Evaluate the Focus ISO/IEC 17021:2011

of the EnMS
ISO/IEC 17021:2011
Continual Improvement of the Continual Improvement of Energy
EnMS Performance Conformity assessment—Requirements for bodies
• Top Management providing audit and certification of management
 Energy Data Driven
• Management review systems
• Energy Review
• Objectives, targets and
action plans • Energy Baseline Published 1 February 2011
• Competency • EnPIs
• Internal audit  Objectives, targets, and
action plans As decided by ISO/CASCO prior to the ballot of ISO/IEC
• Corrective and preventive 17021:2011, there will be a systematic review of entire
action  Measuring, Monitoring
and analysis 173 document 12 months after publication
Changes due to the systematic review

Revision of ISO/IEC 17021
NWIP—Rationale for the revision
• The 2011 version contains the whole of the 2006 version
unchanged as well as additional clauses. It is necessary to
determine if the unchanged 2006 clauses need alignment
with the new clauses added in 2011.
• Several interpretation requests were addressed since the
publication of the standard and should be taken into
consideration in any revision.
• Experience gained with the implementation of the standard
has highlighted the need for clarification of some of the
clauses
44
2015/7/20
Revision of ISO/IEC 17021 to 17021-1 Revision of ISO/IEC 17021 to 17021-1

Inputs considered Significant proposed revisions:
• Out-of-scope comments on revision of 2006 • Adopt the approach in 17065 and not require an
impartiality committee
• CASCO interpretation requests
• Adopt the approach in 17024 regarding public
• IAF application documents information with, or without, request
• APG and AAPG papers • Improving effectiveness of operational control by CBs of
• Outcome of WG33—ISO/IEC TS 17022 remote offices regardless of their organizational
• Outcome of WG37—ISO/IEC TS 17023 structure
• Classifying nonconformities as major and minor
• CASCO PAS documents 17001-17005
• Re-organization of Section 9
• Other CASCO documents—17020, 17024, 17065
Revisions in the DIS Revisions in the DIS

• Deleted note 1 to the scope • New requirement to conduct another stage 2
• Added definition for nonconformity 3.11 audit for delay in closing a major nonconformity
• Added definition for major nonconformity 3.12
• Added definition for minor nonconformity 3.13 9.5.2.2.2 If the certification body is not able to verify
• Added definition for technical expert 3.14 the implementation of corrections and corrective
• Added definition for certification scheme 3.15 actions of any major nonconformity within 6 months
after the last day of stage 2, the certification body
• Added definition for audit time 3.16
shall conduct another stage 2 prior to recommending
certification.
45
2015/7/20

• Revised requirements for the certification • New requirement for the audit report requiring a
decision referencing major and minor statement of the conformity and effectiveness of the
nonconformities MS (from consideration of ISO/IEC TS 17022:2012
9.5.2.1 General Conformity assessment -- Requirements and
The certification body shall confirm, prior to making a decision for recommendations for content of a third-party audit
granting certification, expanding or reducing the scope of report on management systems)
certification, renewing, suspending or restoring, or withdrawing of
certification, that 9.4.8.3 The report shall also contain a statement on the
a) the information provided by the audit team is sufficient with conformity and the effectiveness of the management system
respect to the certification requirements and the scope for together with a summary of the evidence relating to:
certification; a) the appropriateness of the certification scope;
b) for any major nonconformities it has reviewed and accepted the
correction and corrective actions and verified the effectiveness; b) the capability of the management system to meet
c) for any minor nonconformities it has reviewed and accepted the applicable requirements and expected outcomes;
client's plan for correction and corrective action. c) internal audit and management review process.

• New requirement when part of the audit made by
electronic means • New requirement for consideration of shifts.
9.4.1 General
The certification body shall have a process for conducting on-site
9.1.3.5 Where the client operates shifts, the activities that take
audits. This process shall include an opening meeting at the start of place during shift working shall be considered when developing
the audit and a closing meeting at the conclusion of the audit. the audit programme and audit plans.
Where any part of the audit is made by electronic means or where
the location to be audited is virtual, the certification body shall
ensure that such activities are conducted by personnel with • New requirement for multiple management systems
appropriate competence. The evidence obtained during such an 9.1.6 Multiple management systems
audit shall be sufficient to enable the auditor to take an informed
decision on the conformity of the requirement in question.
When certification to multiple management system standards is
NOTE “On-site” audits can include remote access to electronic
being provided by the certification body, the planning for the audit
site(s) that contain(s) information that is relevant to the audit of the shall ensure adequate on-site auditing to provide confidence in
management system. Consideration can also be given to the use of the certification.
electronic means for conducting audits.
46
2015/7/20
Revisions in the DIS

• Section 9 was revised to re-order requirements to be more in order with how these
process requirements occur within a CB, starting with receipt of an application for
certification.
Requirements of ISO 50001
Current section 9 Revised section 9 Results
9.1 General requirements 9.1 Pre-certification activities
9.2 Initial audit and certification 9.2 Initial certification
9.3 Surveillance activities 9.3 Planning audits Competency
requirements of ISO
9.4 Recertification 9.4 Conducting audits
50003 Energy
9.5 Special audits 9.5 Certification decision
Performance
9.6 Suspending, withdrawing… 9.6 Maintaining certification
9.7 Appeals 9.6.5 Suspending…
Reporting of Energy
9.8 Complaints 9.6.6 Appeals
Performance Required by
9.9 Records 9.6.7 Complaints ISO 50001 and ISO 50003
9.6.8 Records 186
What is ISO 50003? What is ISO 50003?
Used in conjunction with ISO/IEC 17021 or ISO/IEC 17021-1 Clause 4 describes the characteristics of EnMS auditing
This International Standard provides the additional Clause 5 describes EnMS auditing process requirements
requirements for EnMS needed to assure the effectiveness of Clause 6 describes competence requirements for personnel
the audit and certification involved in the EnMS certification process
•audit planning process, Annex A (normative) Duration of EnMS Audits
•the initial certification audit, Annex B (normative) Multi-site Sampling
•conducting the on-site audit,
•auditor competence, Energy audits use ISO 50002:2014
•duration of EnMS audits, and Anticipated publication of ISO 50003: September 2014
187 188
•multi-site sampling.
47
2015/7/20
Relationship of ISO 50002 ISO 50003 – Specific Requirements

Key sections adding requirements to ISO 17021-1
Required
• audit planning, the auditing process, certification
• Opportunities
decisions
• Energy system ISO 50001
status • Used with • audit reporting
• ISO 11011 • Organizations 17021
compressed air • duration of audits
• ISO 14414 pumps • Used by CBs
• multi-site sampling
ISO 50002 ISO 50003 • competence requirements for personnel involved in
the certification process
189 190
Optional
5.2 Confirming the Scope of Certification 5.3 Determining Audit Time

• Four factors are used to
• Confirm the scope and determine minimum audit
boundaries are duration
appropriate at each
audit • Energy sources
•Subset • Significant energy uses
(SEU)
•Facility
• Energy consumption
•Multi-site
• EnMS effective personnel
191 192
SEE ANNEX A For DETAILS
48
2015/7/20
5.3 Determination of audit time

5.3.2 EnMS Effective Personnel
• The number of EnMS effective personnel and
complexity criteria, as defined in Annex A, is used as the
• The audit time includes the on-site time at the basis for the calculation of the audit duration.
organization's location, audit planning, document • The certification body shall define and document a
reviewing, and audit reporting. process for determining the number of EnMS effective
• The audit duration may be reduced if the personnel for the scope of the certification and for each
organization has integrated the EnMS with another audit in the audit programme.
certified management system. The adjustment in • The process for determining the number of EnMS
time due to another certified management system effective personnel shall ensure the persons who
actively contribute to meeting the requirements of the
shall not exceed a 20% reduction. EnMS are included. When regulation requires
• The audit man days are based on eight hours per day. personnel for operations and maintenance of the EnMS
Adjustments may be required based on local, 193
activities to be identified, those personnel shall be part
regional, or national legal requirements. of the EnMS effective personnel.
194
Who are Effective Personnel? Who are Effective Personnel?

ANNEX A
Consideration shall be given to the personnel who materially impact NOTE Persons responsible for significant energy
the EnMS including the following:
uses might not be considered as EnMS effective
• top management;
• manage representative(s); personnel depending upon the impact their
• energy management team; actions could have on energy performance. It is
• person(s) responsible for the major changes affecting energy important to understand their role and impact
performance;
• person(s) responsible for the effectiveness of the EnMS;
before including them as EnMS effective
• person(s) responsible for developing, implementing or maintaining personnel.
energy performance improvements including objectives, targets and 195 196
action plans;
• person(s) responsible for significant energy uses.
49
2015/7/20
Calculating Audit Duration 5.5 Conduction the on-site audit

When conducting the on-site audit, the
C=(FEC x WEC) + (FES X WES) + (FSEU X WSEU)
processes on which to collect and verify
• FEC is the Annual energy consumption complexity factor from Table A.1 information for energy performance shall
• FES is the Number of energy sources complexity factor from Table A.1
• FSEUis the Number of significant energy uses complexity factor from Table include at a minimum:
A.1
• WEC is the weight of the factor from Table A.1 for annual energy energy planning (all sections);
consumption
• WES is the weight of the factor from Table A.1 for number of energy operational control;
sources
• WSEU is the weight of the factor from Table A.1 for number of significant monitoring measurement and analysis.
energy uses
• Table A.1 provides for each consideration the weight and the associated
ranges for the complexity factors needed to calculate the complexity. 197
198
5.6 Audit report 5.7 Initial certification audit

5.7.1 Stage 1 audit
And audit report shall include: The Stage 1 audit shall include the following:
• scope and boundaries of the EnMS being audited; and • confirmation of scope and boundaries of the EnMS for certification;
• statement of achievement of continual improvement of the EnMS • review of a graphical or narrative description of the organizations facilities,
equipment, systems and processes for the identified scope and
and energy performance improvement with audit evidence to
boundaries;
support the statements.
• confirmation of the number of EnMS effective personnel, energy sources,
significant energy uses and annual energy consumption, in order to
confirm the audit duration;
• review of the documented results of the energy planning process;
• review of a list of the energy performance improvement opportunities
identified as well as the related objectives, targets and action plans.
199 200
50
2015/7/20
5.7 Initial certification audit

Competency
5.7.2 Stage 2 audit
During the stage 2 audit, the certification body shall gather the necessary
information or evidence to determine if energy performance improvement has • ISO 50003 has defined
been demonstrated prior to making a certification decision.
Competencies are what
people need to be additional competencies to
5.8 Surveillance audit
address energy
The certification body shall identify continued energy performance successful in their job.
improvement achieved by EnMS during the surveillance audits.
performance.
Auditors need
5.9 Recertification audit • This represents a new set
During the recertification audit, the certification body shall gather the
competencies in two of competencies for the
necessary information or evidence to determine if energy performance areas : Certification Bodies
improvement has been demonstrated prior to making a certification decision.
• Management systems • Implementing
The recertification audit shall also take into account any major changes in
facilities, equipment, systems, or processes. • Energy performance organizations also need
these two competencies 202
201
ISO 50003/ISO 17021 – ISO 50003/ISO 17021 –

Knowledge Competency Summary Knowledge Competency Summary
• EnMS and principles • Energy performance evaluation
• Energy specific terminology • Common energy systems

• For example: steam systems, refrigeration systems, motor
• Basic energy principles systems, process heat, etc.
• Energy related legal and other requirements • Energy performance improvement actions
• Energy performance indicators, energy baseline • Energy performance improvement technology
and relevant variables
• General measurement and verification
• Basic analytical statistics relative to energy
performance • Monitoring and analysis of energy data
203 204
51
2015/7/20
Drafting documents
Competence- Technical Areas
on Competency
(13:30-15:00),
1. Industry- light to medium • What evidence would be needed for your EnMS
2. Industry-heavy Competency under ISO/IEC 17021-1 and ISO
3. Buildings 50003? Please draft the document.
4. Building Complexes • Be prepared to discuss
5. Transport • Options for defining the competency
6. Mining • Pathways to achieve the competency
7. Agriculture • Timeframes needed for the auditors and lead
auditors
8. Energy Supply 205 206
• “Upgrade” from other certifications
Group Discussion Group Exercise 2:

Group presentation
(15:30-17:00)
• Assign one ore two • Please discuss

presenters for group • What evidence would be needed for your
presentation EnMS Competency under ISO/IEC 17021-1 and
• Each group:15 mins ISO 50003?
• We will start • and make the documentation of competencies
presentation, please be as CBs
back at 15:30 • General requirement
• Technical requirement
207 208
• Sector specific issue
52
2015/7/20
Hopefully, we provided
some new ideas for
your consideration
today.
We look forward to APEC Project MLA Readiness
your continued
participation
Project in ISO50001
tomorrow. Beijing, China
DAY 4
THANK YOU FOR YOUR HARD WORK 209 210
TODAY
Questions from Day 3 Group Exercise 3

(9:15-10:00)

• Audit Planning for
Stage 1 and Stage 2,
based on the hospital
case
• Consider Team Activity
• Be prepared to discuss
211 212
53
2015/7/20
Group Exercise 3:
Group Discussion Group presentation
(10:30-noon)
• Assign one or two • Please present

presenters for group • Stage 1 and stage 2 audit plan
presentation • Expected competencies for team leader and
• Each group:15 min team member
• Expected audit duration
• We will start • How do you audit the energy performance
presentation, please be improvement of this case?
back at 10:30
213 214
Multi-site Sampling
The processes related to significant energy uses and energy
consumption at the site shall be substantially the same or be
Multi sampling and combined organized into similar subsets that are operated using similar methods
or processes.
audits with other management
systems
The most energy intensive processes are subject to more frequent
audits.
Day 4
Deann Desai The energy performance of the sites can be considered independently
13:00 to 13:30 or as a whole. This shall be defined in the certification body's
215 processes or justification for the multi- site organization sampling 216
plan.
54
2015/7/20
Multi-site Sampling Multi-site Audits

The organization's EnMS shall be under a centrally controlled and The central office shall demonstrate its ability to collect and
administered energy planning process and be subject to a central analyse data from all sites included in the scope and
management review and shall have completed one management boundaries.
review prior to the certification body starting its audit.
Requirements are related to 2 topics

The relevant sites (including the central administration function) shall
be subject to the organization's centrally managed internal audit 1. Energy Management
programme prior to the certification body starting its audit. 2. Energy performance
217 218
Multi-site Audits Multi-site Audits

• Management system requirements: • Energy performance requirements:
• system documentation and system changes authorized by • consistent energy planning process;
the central office; • consistent criteria for determining and adjusting baseline,
• management review, compiled from all sites; relevant variables and energy performance indicators
• evaluation of corrective actions; (EnPIs);
• internal audit planning and evaluation of the results; • consistent criteria for establishing objectives and targets
and site action plans;
• demonstrate its authority to collect information on legal
and other requirements and initiate organizational change if • centralized processes for evaluating applicability and
necessary; and effectiveness of action plans and EnPI's; and
• results of internal audits from sites. 219 • energy performance data centrally aggregated to show 220
organization wide energy performance, as appropriate.
55
2015/7/20
Multi-site Sampling
Group Exercise 4
Considerations (13:30-15:00)
Considerations of differences that can affect sampling may include the • How to proceed
following: integrated audits with
• energy performance; ISO 50001
• significant energy uses; • What is key element of
• energy sources; EnMS audit?
• monitoring, measurement and analysis; • What would be the
• energy consumption; and integrated audits
• scope changes. • ISO 14001 and ISO 50001
• The certification body shall identify the central functions (central • ISO 9001 and ISO 50001
office) of the organization with which it has a legally enforceable • Others
agreement for the provision of certification activities. 221 222
Group Exercise 4
Group Discussion Group presentation
(1530-16:30)
• Assign one presenter • What would be the expected integrated

for group presentation audits
• Each group: 10 mins • ISO 14001 and ISO 50001
• We will start • ISO 9001 and ISO 50001
presentation, please be • Others
back at 15:30 • How to proceed combined audits with ISO
50001?
• What is key element of EnMS audit?
223 224
56
2015/7/20
Thank You
225
57

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___________________________________________________________________________

Multilateral Recognition Arrangement Readiness in

Brief Introduction to GSEP

12 -15 August 2014 2

GLOBAL SUPERIOR ENERGY

ENERGY MANAGEMENT WORKING

GLOBAL SUPERIOR ENERGY PERFORMANCE GSEP ENERGY MANAGEMENT WORKING GROUP

Australia Canada Mexico Japan Korea United States

ISO 50001 - ENERGY MANAGEMENT SYSTEMS GSEP AND ISO 50001

OVERVIEW OF ISO 50001 AUDITOR & LEAD

VALUE OF ISO 50001 AUDITOR & LEAD

ISO 50001 AUDITOR SCOPE ISO 50001 LEAD AUDITOR SCOPE

JOB TASK ANALYSIS SURVEY CURRENT STATUS

QUESTION AND ANSWERS

QUESTION AND ANSWERS CONTACTS

Electrical Power and Energy

Energy –An Introduction for Auditors • Energy

Electricity: Power and Energy Analogy What is Energy?

What is Power? Uses of energy

World Energy Usage – per sector Why manage Energy?

Energy Units Energy Conversion Unit Table

Fuel Switching Energy and Maximum Demand

• Rely on a common unit of comparison

Basic Electric Rates Power Triangle

kVA drawn in a month

Power Factor analogy Power Factor

• Power Factor is the ratio of Apparent Power to

Break for 20 minutes

Introduction to ISO 50001

ISO 50001:2011 ISO 50001:2011

Global Certification Trend Global Certifications By Country

Country Number of ISO 50001

Examples of National Programs What is ISO50001

Continually improve energy management.

Corrective Action for

Evaluation of energy savings How is ISO 50001 Different?

ISO ISO ISO ISO ISO

Benefits of EnMS Benefits of EnMS

ISO 50001: Energy Management System - EnMS

ISO 50001 on energy management systems was published in

Challenging Issue Benefit for certification

Generating a foundation 3.5 energy

3.7 energy consumption

NOTE 1 An energy baseline reflects a specified period of time. 3.8

3.12 energy performance

3.15 energy review 3.17 energy target

3.27 significant energy use 4 Energy management system requirements

3.27 4.1 General requirements

4.2 Management responsibility 4.2.2 Management representative

4.3 Energy policy Review of an Energy Policy

ISO FDIS 50004 energy policy

Example 2. (Continued on next slide) Example 2.(Continued)

Exercise 1: Energy Policy Exercise 1 11:30 to 12:00

REDUCE – How would you rate the policy on ?

Energy Policy Discussion

ISO 50001- Part 2

• We will be the discussion right please be back 12 August 2014 Workshop 2

Planning process Legal and Other Requirements

Step 1 • Legal and Other Requirements Develop a

Opportunities for improvement - A.4.3 Energy review

Energy Review Discussion Break for 30 minutes

• Estimated energy consumption Erep_est = f(Q rep )

Energy baseline model